Description
Established Metrowest Registered Investment Advisory Firm, Grimes and Company seeks a Financial Advisor
Responsibilities
• Serve as lead advisor to existing clients of the firm whose longtime advisor is retiring, while
working within a team atmosphere
• Manage client relationships, providing the highest level of service and support
• Speak with clients over the phone, via email and in person at regular review meetings
• Consult with clients about their allocations and investment strategies as they evolve over time
• Prepare Investment Policy Statements for client portfolios and review investment strategy
decisions with the firm’s Portfolio Managers
• Prepare financial plans for existing clients using the firm’s financial planning software
• Contact clients periodically to determine any changes in their financial status
• Maintain a high level of organization during a busy workday
• Explain to clients the financial advisor’s responsibilities and the types of services to be provided
• Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
• Respond to the Chief Compliance Officer and other compliance personnel as required/requested
for completion of various compliance tasks
Requirements
Skills
• Strong communication and presentation skills
• Ability to work well independently as well as part of a larger team
• Strong time management and organizational skills
Education, Training & Experience
• Certified Financial Planning (CFP®) designation required
• At least five years of relevant industry experience required
• Experience with MoneyGuide Pro, Microsoft Office and Salesforce preferred
Job Type: Full time, WFH flexible
Benefits: 401(k), health insurance, dental insurance, vision insurance, disability insurance, flexible
spending account(s), health savings account, life insurance, employee assistance program, paid time off,
parental leave, WFH flexible and more.
Click here to apply for the Financial Advisor position through Grimes & Company’s internal website